See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS7 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $228,581 |
ZENITH AMERICAN SOLUTIONS4 years Service code 14 · EIN 52-1590516 | Plan Administrator | $43,284 |
Service code 10 · EIN 14-1624930 | Accounting | $16,000 |
ROBERT CHEVERIE4 years Filed as: ROBERT CHEVERIE & ASSOCIATES PC Service code 29 · EIN 06-1335139 | Legal | $12,000 |
SUMMIT ACTUARIAL SERVICE8+ years Service code 11 · EIN 77-0645890 | Actuarial | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,753 | $52,660-75.8% | $86,612-85.3% | $80,160-84.1% |
| Participation rate | 100.0% | 62.4%+37.6pp | 71.7%+28.3pp | 72.9%+27.1pp |
| Annual return | 6.18% | 24.87%-18.7pp | 591.07%-584.9pp | 40.38%-34.2pp |
| Employer contribution / active EE | $1,083 | $2,140-49.4% | $3,022-64.2% | $2,978-63.6% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,438-100.0% | $5,017-100.0% |
| Admin fee / account holder | $132 | $113+16.6% | $5,614-97.7% | $145-9.3% |